New Mexico Educational Basics

  • Established 1937
  • Currently open to new hires
  • Plan covers teachers
  • Plan members covered by Social Security
  • Multiple employer, cost sharing plan

Assets, Participants, and Benefits

Assets at Year-End, New Mexico Educational, 2001-2019

Fiscal Year Net Assets (billions)
2001 6.67
2002 6.01
2003 6.08
2004 6.91
2005 7.45
2006 8.22
2007 9.46
2008 8.77
2009 7.11
2010 8.23
2011 9.59
2012 9.49
2013 10.19
2014 11.35
2015 11.50
2016 11.53
2017 12.51
2018 12.97
2019 13.54

Source: Public Plans Database

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Number of Actives per Annuitant, 2001-2019

Fiscal Year New Mexico Educational US State and Local Pensions
2001 2.7 2.4
2002 2.7 2.4
2003 2.6 2.3
2004 2.5 2.2
2005 2.4 2.1
2006 2.2 2.1
2007 2.1 2.0
2008 2.0 2.0
2009 2.0 1.9
2010 1.9 1.8
2011 1.7 1.7
2012 1.6 1.6
2013 1.5 1.5
2014 1.4 1.5
2015 1.4 1.4
2016 1.3 1.4
2017 1.3 1.4
2018 1.2 1.4
2019 1.2 1.3

Source: Public Plans Database

National data averages are weighted by plan size.

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Costs

Employer's Annual Required Contribution as a Percentage of Payroll and Portion Paid for New Mexico Educational, 2001-2019

Fiscal Year Portion of Employer ARC paid Portion of Employer ARC left unpaid US Avg Employer ARC ARC as a Percent of Payroll
2001 8.9 0.0 5.9 8.9
2002 8.8 0.0 5.5 8.8
2003 8.8 0.0 6.3 8.8
2004 8.8 0.7 7.8 9.5
2005 9.0 2.1 9.5 11.0
2006 10.2 3.3 10.5 13.5
2007 10.9 4.6 11.4 15.6
2008 11.7 3.1 11.9 14.8
2009 12.5 2.0 12.2 14.5
2010 12.2 1.7 14.7 13.9
2011 12.2 2.8 16.7 15.0
2012 10.2 5.9 17.7 16.0
2013 11.9 7.2 19.0 19.1
2014 14.3 4.6 19.8 18.9
2015 15.1 2.1 20.3 17.3
2016 15.2 2.6 20.3 17.8
2017 15.3 3.2 20.4 18.4
2018 14.9 6.1 21.1 20.9
2019 15.0 6.7 21.8 21.7

Source: Public Plans Database

National data averages are weighted by plan size.

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Actuarial Funding

Actuarial Funded Ratio for New Mexico Educational, 2001-2019

Fiscal Year New Mexico Educational National Data
2001 91.9 105.5
2002 86.8 96.9
2003 81.1 93.1
2004 75.4 89.4
2005 70.4 85.5
2006 68.3 84.8
2007 70.5 85.3
2008 71.5 83.7
2009 67.5 78.5
2010 65.7 75.5
2011 63.0 72.8
2012 60.7 69.9
2013 60.1 68.9
2014 63.1 70.5
2015 63.7 70.7
2016 64.2 70.2
2017 62.9 70.8
2018 63.5 72.0
2019 62.9 71.5

Source: Public Plans Database

National data averages are weighted by plan size and reflects the average for plans of similar type and Social Security coverage.

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Investments

Asset Allocation for New Mexico Educational, 2019

Category Percent
Equities 31.3
Fixed Income 25.9
Private Equity 15.1
Real Estate 6.8
Cash 1.0
Other 0.0
Commodities 7.8
Hedge Fund 12.0
Misc. Alternatives 0.0

Source: Public Plans Database

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Asset Allocation for State and Local Pensions, 2019

Category Percent
Equities 47.2
Fixed Income 22.9
Private Equity 9.0
Real Estate 9.0
Cash 1.8
Other 0.0
Commodities 1.9
Hedge Fund 6.7
Misc. Alternatives 1.5

Source: Public Plans Database

National data averages are weighted by plan size.

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Asset allocation for New Mexico Educational, 2001-2019

Fiscal Year Equities Fixed Income Private Equity Real Estate Cash Other Commodities Hedge Fund Misc. Alternatives
2001 66.9 31.5 0.0 0.0 1.6 0.0 0.0 0.0 0.0
2002 67.0 32.0 0.0 0.0 1.0 0.0 0.0 0.0 0.0
2003 69.3 30.7 0.0 0.0 0.0 0.0 0.0 0.0 0.0
2004 66.6 27.5 0.0 4.8 1.1 0.0 0.0 0.0 0.0
2005 67.2 26.3 0.0 6.0 0.5 0.0 0.0 0.0 0.0
2006 68.3 25.3 0.0 5.2 1.1 0.0 0.0 0.0 0.0
2007 61.1 26.3 0.6 3.0 0.8 0.0 0.0 8.2 0.0
2008 55.0 29.0 1.0 5.0 1.0 0.0 0.0 9.0 0.0
2009 46.5 36.6 2.0 5.0 1.0 0.0 1.0 7.9 0.0
2010 44.0 35.0 3.0 5.0 1.0 0.0 1.0 11.0 0.0
2011 40.2 30.5 4.2 5.3 6.1 0.0 1.2 12.6 0.0
2012 39.6 32.7 6.1 5.7 1.5 0.0 1.3 13.1 0.0
2013 38.4 33.2 6.6 4.9 4.9 0.0 1.6 10.5 0.0
2014 38.1 32.6 7.5 5.4 1.2 0.0 2.0 13.2 0.0
2015 34.0 32.5 9.0 6.4 3.6 0.0 3.2 11.3 0.0
2016 35.2 31.5 10.6 7.2 0.8 0.0 4.4 10.1 0.0
2017 33.3 28.5 11.3 7.3 3.3 0.0 6.3 10.0 0.0
2018 33.6 27.2 13.0 6.5 1.3 0.0 7.4 11.0 0.0
2019 31.3 25.9 15.1 6.8 1.0 0.0 7.8 12.0 0.0

Source: Public Plans Database

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Annual Return as of June 30 for New Mexico Educational, 2001-2019

Fiscal Year New Mexico Educational Assumed return
2001 -10.10 8.00
2002 -8.73 8.00
2003 2.80 8.00
2004 15.39 8.00
2005 9.86 8.00
2006 12.30 8.00
2007 17.60 8.00
2008 -6.20 8.00
2009 -17.30 8.00
2010 18.20 8.00
2011 19.70 7.75
2012 2.00 7.75
2013 11.00 7.75
2014 14.60 7.75
2015 4.00 7.75
2016 2.60 7.75
2017 12.00 7.25
2018 8.30 7.25
2019 7.30 7.25

Source: Public Plans Database

National data averages are weighted by plan size.

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Cash Flows

Cash Flow vs. Total Assets (Millions)
New Mexico Educational
2001-2019

Fiscal Year Cash Flow Assets
2001 -69.2 6,667.0
2002 -74.4 6,013.4
2003 -95.3 6,083.4
2004 -99.9 6,911.5
2005 -120.5 7,451.1
2006 -122.9 8,219.3
2007 -128.0 9,455.8
2008 -121.6 8,770.0
2009 -120.4 7,113.7
2010 -132.6 8,232.5
2011 -192.5 9,588.6
2012 -263.4 9,489.0
2013 -315.9 10,191.7
2014 -292.7 11,346.1
2015 -279.8 11,497.7
2016 -331.6 11,532.8
2017 -373.9 12,509.4
2018 -441.3 12,970.3
2019 -464.0 13,544.7

Source: Public Plans Database

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Cash Flow as a Percentage of Assets
New Mexico Educational
2001-2019

Fiscal Year New Mexico Educational National Average
2001 -1.0 -2.4
2002 -1.2 -3.3
2003 -1.6 -3.6
2004 -1.4 -3.4
2005 -1.6 -3.5
2006 -1.5 -3.3
2007 -1.4 -3.1
2008 -1.4 -4.0
2009 -1.7 -4.9
2010 -1.6 -4.9
2011 -2.0 -4.2
2012 -2.8 -4.3
2013 -3.1 -4.3
2014 -2.6 -3.4
2015 -2.4 -3.2
2016 -2.9 -3.5
2017 -3.0 -3.3
2018 -3.4 -3.1
2019 -3.4 -3.0

Source: Public Plans Database

National data averages are weighted by plan size.

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2019 Financial Reports

Benefits

Website for New Mexico Educational benefit descriptions.